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SBSI icon

Covestor’s Southside Bancshares SBSI Stock Holding History

Covestor’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Buy
16
+9
+129% +$298 ﹤0.01% 2314
2026
Q1 		$0 Buy
7
+1
+17% +$32 ﹤0.01% 2714
2025
Q4 		$0 Buy
6
+1
+20% +$29 ﹤0.01% 2682
2025
Q3 		$0 Sell
5
-1
-17% -$30 ﹤0.01% 2709
2025
Q2 		$0 Sell
6
-17
-74% -$482 ﹤0.01% 2686
2025
Q1 		$1K Buy
23
+7
+44% +$215 ﹤0.01% 2087
2024
Q4 		$1K Buy
16
+2
+14% +$68 ﹤0.01% 2122
2024
Q3 		$0 Buy
14
+3
+27% +$96 ﹤0.01% 2692
2024
Q2 		$0 Buy
11
+7
+175% +$190 ﹤0.01% 2688
2024
Q1 		$0 Sell
4
-2
-33% -$59 ﹤0.01% 2673
2023
Q4 		$0 Sell
6
-2
-25% -$58 ﹤0.01% 2646
2023
Q3 		$0 Sell
8
-4
-33% -$119 ﹤0.01% 2637
2023
Q2 		$0 Sell
12
-2
-14% -$58 ﹤0.01% 2583
2023
Q1 		$0 Hold
14
– – ﹤0.01% 2511
2022
Q4 		$1K Buy
14
+3
+27% +$106 ﹤0.01% 1923
2022
Q3 		$0 Sell
11
-15
-58% -$576 ﹤0.01% 2518
2022
Q2 		$1K Sell
26
-8
-24% -$311 ﹤0.01% 1790
2022
Q1 		$1K Sell
34
-10
-23% -$421 ﹤0.01% 1935
2021
Q4 		$2K Buy
+44
New +$1.82K ﹤0.01% 1575

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Covestor's SBSI Position: Q2 2026 in Review

Covestor increased its Southside Bancshares (SBSI) stake by 129% in Q2 2026, buying an estimated $298 and bringing the position to 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Covestor first reported a position in SBSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q4 2021. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Covestor held 16 shares of Southside Bancshares worth $1K as of Q2 2026.
  • Covestor bought 9 Southside Bancshares shares in Q2 2026, an estimated $298.
  • Southside Bancshares made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2314 holding.
  • Covestor first reported a position in Southside Bancshares in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Southside Bancshares position peaked at $2K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.